CORAL SPRINGS, FLCRD 316323Latest ADV March 23, 2026
Eaton Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Springs, FL. Its latest Form ADV filing, dated March 23, 2026, reports $382M in regulatory assets under management, 4 employees, and 911 accounts.
Assets Under Management
$382M
Employees
4
Offices
--
Total Clients
354
Primary office
CORAL SPRINGS, FL
11555 HERON BAY BOULEVARD, SUITE 200, CORAL SPRINGS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
275
2
HNWI
20.3%
72
3
Corporations
1.4%
5
4
Pension Plans
0.3%
1
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$382Mas of March 23, 2026
Discretionary100.0%
$382M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$382M
Total Accounts911
10Y AUM Change+$382M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee89:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.